www.it-ebooks.info Getting Started with Dynamics NAV 2013 Application Development A simple and practical guide to creating a relevant application for your company using Dynamics NAV 2013 Alex Chow BIRMINGHAM - MUMBAI www.it-ebooks.info Getting Started with Dynamics NAV 2013 Application Development Copyright © 2013 Packt Publishing All rights reserved No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews Every effort has been made in the preparation of this book to ensure the accuracy of the information presented However, the information contained in this book is sold without warranty, either express or implied Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals However, Packt Publishing cannot guarantee the accuracy of this information First published: May 2013 Production Reference: 1160513 Published by Packt Publishing Ltd Livery Place 35 Livery Street Birmingham B3 2PB, UK ISBN 978-1-84968-948-9 www.packtpub.com Cover Image by Marcus Grandon (marcusgrandon@mac.com) www.it-ebooks.info Credits Author Project Coordinator Alex Chow Shiksha Chaturvedi Reviewers Proofreader Daniel Rimmelzwaan Paul Hindle David Roys Indexer Bill Warnke Eric Wauters (waldo) Graphics Acquisition Editor Abhinash Sahu Joanne Fitzpatrick Lead Technical Editor Neeshma Ramakrishnan Technical Editor Worrell Lewis Tejal Soni Production Coordinator Pooja Chiplunkar Cover Work Pooja Chiplunkar Copy Editors Aditya Nair Alfida Paiva Sajeev Raghavan Laxmi Subramanian www.it-ebooks.info About the Author Alex Chow has been working with Microsoft Dynamics NAV, formerly Navision, since 1999 Over the years, he has conducted hundreds of implementations across multiple industries His customers range from $2-million-a-year small enterprises to $500-million-a-year multinational corporations Over the course of his Dynamics NAV career, he has often been designated as the primary person responsible for the success and failure of a Dynamics NAV implementation His extensive career in the Dynamics NAV business is evidence of his success rate and expertise With a background in implementing all the functions and modules in and outside of Microsoft Dynamics NAV, Alex has encountered and resolved the most practical to the most complex requirements and business rules Through these experiences, he has learned that sometimes you have to be a little crazy to have a competitive edge Believing that sharing these experiences and this knowledge would benefit the Dynamics NAV community, Alex writes about his journey at www dynamicsnavconsultant.com He also founded AP Commerce, Inc (www apcommerce.com), a full service Dynamics NAV service center, in 2005 Alex lives in Southern California with his beautiful wife and two lovely daughters, and he considers himself the luckiest man in the world www.it-ebooks.info About the Reviewers Daniel Rimmelzwaan was born and raised in the Netherlands, and moved to the USA at the end of 1999 to be with his new American wife In Holland, he worked as a Microsoft Access and VBA developer While looking for a job as a VB developer in the USA, he was introduced to Navision by a “VB Recruiter” and was intrigued by the simplicity of its development tools He decided to accept a job offer as a Navision Developer with the firm intention to continue looking for a “real” developer job More than 13 years later, having been involved with all aspects of NAV implementations, Daniel is still working with NAV He currently owns his own business (RIS Plus), where he does business analysis and solution design and is enjoying his career more than ever Ever since he started working with NAV, Daniel has been an active member of the online communities, such as mibuso.com and dynamicsuser.net, and online forums managed by Microsoft For his contributions to these communities, Daniel received his first of eight consecutive Microsoft Most Valuable Professional Awards in July 2005, which was just the second year that the award existed for NAV Microsoft gives the MVP award to independent members of technology communities around the world, and recognizes people who share their knowledge with other members of the community Daniel has also worked as a reviewer for Microsoft Dynamics NAV 2009 Application Design, Mark Brummel, Packt Publishing and Microsoft Dynamics NAV 2009 Professional Reporting, Steven Renders, Packt Publishing Daniel lives with his wife and two kids in Michigan, USA www.it-ebooks.info David Roys works as a Dynamics NAV consultant and programmer for Intergen, and in his spare time he writes novels about people who work with computers He co-authored one of the first Packt Publishing books on Dynamics NAV and has gone on to read and review a number of their publications David has his suspicions that no one reads the biographies of technical reviewers, so to prove him wrong, you should go and like his Facebook page http://facebook.com/DavidRoysAuthor You can read David’s blog on NAV at http://teachmenav.com/blogs/dave Bill Warnke has been working with Microsoft Dynamics NAV as an IT Administrator tasked with creating an integration between NAV and an existing mobile invoicing solution since 2006 He was hooked on the rapid development, allin-one environment, and the integration capabilities of NAV Since then, he’s worked exclusively with Dynamics NAV He works for ABC Computers, Inc., a NAV reseller and Microsoft Gold Certified partner based out of Waupaca, WI He is part of the ERP delivery team, and works on new NAV implementations, upgrades, and integrations Find out more about what they have to offer at www.abc-computers.com He tries to maintain a blog presence at www.billwarnke.com, but his wife and daughter (and dog too) have slowed that down Eric Wauters (waldo) is one of the founding partners of iFacto Business Solutions (www.ifacto.be) With his 11 years of technical expertise, he is an everyday inspiration to its development team As Development Manager, he continually acts on iFacto’s technical readiness and guarantees that he and iFacto are always on top of the latest Microsoft Dynamics NAV developments Apart from that, he is also very active in the Microsoft Dynamics NAV community, where he tries to solve technical issues and strives to share his knowledge with other Dynamics NAV enthusiasts Surely, many among you will have read some of Eric’s posts on Mibuso.com, Dynamicsusers.net, or on his own blog (www.waldo.be), which he invariably signs with “waldo” A few years ago, he co-founded the Belgian Dynamics Community, a platform for all Belgian Dynamics NAV users, consultants, and partners, enabling knowledge sharing and networking His proven track record has entitled him to be awarded the Microsoft Most Valuable Professional (MVP) for Microsoft Dynamics NAV consecutively since 2007 www.it-ebooks.info www.PacktPub.com Support files, eBooks, discount offers and more You might want to visit www.PacktPub.com for support files and downloads related to your book Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? 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Find out when new books are published by following @PacktEnterprise on Twitter, or the Packt Enterprise Facebook page www.it-ebooks.info www.it-ebooks.info Table of Contents Preface 1 Chapter 1: Getting Dynamics NAV 2013 on Your Computer – For (Almost) Free Getting your free copy Installing the software 10 Installing Visual Studio Web Developer 2010 Express 12 A quick overview of the additional contents of the installation files for Dynamics NAV 12 A look at what is installed 15 Microsoft Dynamics NAV 2013 Administration Shell 16 Microsoft Dynamics NAV 2013 Development Environment 17 Microsoft Dynamics NAV 2013 Windows Client 18 Microsoft Dynamics NAV Administration 18 The SQL Server 2012 folder 19 The SQL Server 2012 report builder 19 Getting your license 19 Demo license 20 MSDN license 20 A full On-Premise license 21 The cloud license 22 Summary 23 Chapter 2: Getting Familiar with Dynamics NAV 2013 But first, a little history The Windows Client (WC) interface Exploring the role center page Page search Accessing other functional areas Exploring the list page www.it-ebooks.info 25 26 29 30 32 33 35 Additional Resources and Conclusion "It's all about quality of life and finding a happy balance between work and friends and family." – Philip Green We have come a long way from first downloading our free copy of Dynamics NAV, from defining a task list, to actually creating and testing our application We've gained knowledge on how to access the application from the frontend through the Windows Client and tied it to the backend through the Object Designer in the Development Environment Dynamics NAV can be a vast and complex system, or it can be easy and simple It really depends on how you design it and how you implement it The contents we've gone through only provided a glimpse of Dynamics NAV In this section, we will explore some additional resources so you can take control of what you have learned Official online resource There are a couple of very useful resources available online to further expand our knowledge in Dynamics NAV www.it-ebooks.info Additional Resources and Conclusion Connect online From when you start the Windows Client (WC), you'll be able to select Connect Online You can also add Connect Online using Customize This Page when you're at the WC home page This feature allows you to go into the Dynamics NAV community and see the released knowledge base articles and user forum questions and answers When you click on the links provided, it will bring you to the appropriate sites regarding the topic CustomerSource When you buy your copy of Dynamics NAV, you'll notice that there's a 16 percent Microsoft Annual Enhancement fee that's calculated based on the price of your software The enhancement plan will give you a lot of benefits, and one of those benefits is access to CustomerSource The step-by-step instruction on how to access CustomerSource is present here: http://www.microsoft.com/dynamics/en/gulf/customersource.aspx This is where you can access and get the latest products released by Microsoft You also have access to use the official manuals that solution centers use to get their certifications CustomerSource is also a great place to learn about any discounts and promotions for the product [ 204 ] www.it-ebooks.info Appendix MSDN site As mentioned throughout this book, almost every technical function in Dynamics NAV has been documented from the Dynamics NAV MSDN site: http://msdn microsoft.com/en-us/library/hh173988(v=nav.70).aspx Instead of typing in the URL, as written in this book, the easier way to access this MSDN site is to go to your favorite web browser and type in the keyword Dynamics NAV 2013 MSDN Microsoft Dynamics Community This is the official Dynamics community created by Microsoft The link for it is as follows: https://community.dynamics.com/ Using this link, you can access the communities for different Dynamics product lines There are blogs and forums that you can use to ask and answer questions The staff at Microsoft frequently visit the forums on the community site If you have questions about specific areas in NAV, you can visit the forums and ask for opinions Unofficial online resource In addition to the official Microsoft sites for the product, there are also sites created by independent professionals and Microsoft development staff Online forums Before Microsoft came out with the official community site, there were already dedicated fans of NAV that created their own forum At the time of writing, the most popular non-official Dynamics NAV forums are: • www.mibuso.com: This is one of my favorite Dynamics NAV forums The primary reason I like this forum is because I like phpBB style forums • dynamicsuser.net: This is another forum that services the Dynamics NAV community This forum has also expanded to service other Dynamics NAV products Both of these forums have dedicated experts to help out with user questions A lot of the users frequent both sites, so you can get your questions answered on both sites [ 205 ] www.it-ebooks.info Additional Resources and Conclusion Blogs There are a lot of blogs out there, but most are not that useful to further our education in Dynamics NAV Some blogs that are the my personal favorites are: • blogs.msdn.com/b/nav: This blog is maintained by the Microsoft development team for Dynamics NAV You will be able to find detailed information for every undocumented feature in the core product (real features, not bugs) here If you're serious about Dynamics NAV, this site should be bookmarked or subscribed to your favorite RSS reader The information posted here, even though it's from Microsoft employees, is not officially supported by Microsoft, the company • www.waldo.be: This blog is written by Eric Wauters, a Dynamics NAV MVP His blog has been one of the community favorites for his updates on the latest and greatest from Dynamics NAV • navigateintosuccess.com: This blog is maintained and written by a former Microsoft employee, Vjekoslav Babić He has been a valuable contributor writing about new technologies that deal with NAV • www.dynamicsnavconsultant.com: And last but not least, this blog is written and maintained by Alex Chow, the author of this book This blog documents Alex's journey in Dynamics NAV, talking about more functional and businessrelated topics pertaining to Dynamics NAV instead of technical topics Dynamics NAV add-ons Add-ons are one of the most important aspects of Dynamics NAV A lot of the requirements for every industry are developed by third parties that service these particular industries When you search for "Dynamics NAV add-on" on your browser, you'll come across many sites that look like the official add-on site Don't be fooled! These sites are nothing more than companies masking the domain to trick you into thinking it's a Microsoft site to sell you their own add-ons Most of the add-ons listed are overpriced and unnecessary So buyers beware! When determining the add-ons, it's best to speak with your Dynamics NAV partner, because they should have your interest at heart for the implementation If you want to browse the add-ons available for Dynamics NAV, the official site is called Microsoft Pinpoint: http://dynamics-erp.pinpoint.microsoft.com/ [ 206 ] www.it-ebooks.info Appendix Dynamics NAV solution center finder It's universally understood that sometimes, despite the hours of searching for the right partner, the relationship just does not work out One of the main advantages of using Microsoft Dynamics is that you can freely get up and working with any Dynamics solution center you wish You are not married (or a prisoner) to the original partner that you bought the product from There are two ways you can go about finding the right partner They are as follows: • Contact your local Microsoft office for a list of local partners • Visit the Microsoft Pinpoint site and your own research: http://dynamics.pinpoint.microsoft.com/ Summary So why are we doing this? Why are we spending time and money on a new software? Why are we spending our time to learn this product when we can get someone else to it? Why should we be involved in this process? The quote at the beginning of the book is worth bringing up again "It's all about quality of life and finding a happy balance between work and friends and family." We're doing this to simplify our life, and in order to this, we have to also help simplify the life of others! Without understanding what the ultimate goal is, how will we know if the end is all worth it? Part of understanding is to invest in the hard work at the very beginning so it can pay dividends for us later on Work in itself is rewarding, however, too much work will the exact opposite Because of the competition, we have to work harder But along those lines, we also have to work smarter It's not healthy to be working all day just to keep up with the competition or satisfy the demands of management To perform our best, we need to divide our attention to what's important in our life Having a balanced life, isn't this why we're doing what we in the first place? [ 207 ] www.it-ebooks.info www.it-ebooks.info Index A About This Page screen 85 ADCS 14 add-ons 206 Administration Tools 13 analysis report creating, wizards used 143-151 Apple 27 application adding, to RTC menu 182-185 number series, creating for 157-160 testing 154-156, 185-188 Application Builder 94 Automated Data Capture System See ADCS AutoSplitKey property 135-137 B BigInteger data type 93 bill of materials (BOM) 48, 198 Binary data type 93 BLOB 92 blogs 206 Boolean data type 93 business software advantages 73, 74 C C/AL 17, 94, 103 card page exploring 45, 46 personalizing 47 Classic Client 27 ClickOnce Installer Tools 14 Client/server Application Language See C/AL Client/Server Integrated Development Environment See C/SIDE closed complaints separate screen, creating for 174-176 Cloud license 22 cmdlet 16 code inserting, in tables 165-167 used, for defaulting fields 167-170 Code data type 93 Codeunits 51 coding accessing, in Dynamics NAV 95 company current operation 76 drawbacks, identifying 76 non-negotiable must-haves, defining 78 problems, listing 77 solution, designing 79 Complaint Comments table adding 124, 125 Complaint Header table 135, 180 Complaint Line table about 135 creating 115, 116 components, Dynamics NAV about 12 ADCS 14 Administration Tools 13 ClickOnce Installer Tools 14 documentation 14 Microsoft Office Outlook Add-in 14 Portal Framework for SharePoint 14 Role Tailored Client 13 www.it-ebooks.info server 14 SQL Server Database Components 14 Web Server Components 14 composite primary key creating 122, 123 conditional table relationship creating 118-121 Connect Online 204 Cronus 74-76 C/SIDE 17 CustomerSource 204 D data cleaning up 180, 181 searching, filters used 42, 44 data types, Dynamics NAV BigInteger 93 Binary 93 BLOB 92 Boolean 93 Code 93 Date 93 DateFormula 93 DateTime 93 Decimal 93 Duration 93 GUID 93 Integer 93 Option 93 RecordID 93 TableFilter 93 Text 93 Time 93 Date data type 93 DateFormula data type 93 DateTime data type 93 Decimal data type 93 decimal values properties, modifying 173, 174 DelayedInsert property 137 DELETEALL function 181 demo license 20 departments exploring 54 detailed transactions 59, 61 development-environment interface 49 dispatch board 201 documentation 14 document page exploring 47, 48 Duration data type 93 Dynamics NAV coding, accessing 95 components 12 data types 92, 93 free copy, obtaining 8, history 26-28 installation files 12 official online resource 203-205 software, installing 10, 11 unofficial online resource 205, 206 Dynamics NAV 5.0 main menu 27 Dynamics NAV 2009 26 Dynamics NAV add-ons 206 Dynamics NAV solution center finder 207 E Electronic Data Interchange (EDI) 73 ERP system 83 F FactBoxes about 36, 40, 45 linking 132, 133 FastTabs 46 fields adding, to tables 111, 112 defaulting, code used 167-170 defaulting, FlowFields used 171, 172 table relations, defining in 112, 113 filters used, for searching data 42, 44 FlowFields used, for defaulting fields 171, 172 full On-Premise license 21 functions grouping 141 G [ 210 ] www.it-ebooks.info GET function 170 GUID data type 93 H handheld barcodes (ADCS) 197 Help tool accessing 192 exploring 192-194 versus online MSDN Help 193 I indexes 94 installation files, for Dynamics NAV 12 installation, Visual Studio Web Developer 2010 Express 12 Integer data type 93 inventory 57 item description defaulting, on line table 173 J jobs 199 Jobs functionality benefits 199 exploring 198, 199 L license Cloud license 22 demo license 20 full On-Premise license 21 MSDN license 20, 21 obtaining 19 line table item description, defaulting on 173 list page creating 176-180 exploring 35- 37 personalizing 38-41 M Manufacturing functionality benefits 198 exploring 197, 198 production bills of material and routing 198 production orders 198 worksheet, planning 198 Material Requirements Planning (MRP) 198 MenuSuite 52 Microsoft Dynamics Community 205 Microsoft Dynamics NAV 2013 Administration Shell 16 Microsoft Dynamics NAV 2013 Development Environment 17 Microsoft Dynamics NAV 2013 Windows Client 18 Microsoft Dynamics NAV Administration 18 Microsoft Office Outlook Add-in 14 Microsoft Pinpoint 206 modules 54 MSDN license 20, 21 MSDN site 205 N Navision Financials Version 2.0 main menu 26 number series creating, for application 157-160 tables, programming for 160-164 O Object Designer 50 Object Designer screen 86 objects 81 objects, Dynamics NAV codeunits 51 MenuSuite 52 pages 50 query 51 reports 50, 51 tables 50 XMLport 51 official online resource, Dynamics NAV about 203 Connect online 204 CustomerSource 204 Microsoft Dynamics Community 205 MSDN site 205 [ 211 ] www.it-ebooks.info OnDelete trigger 162 OnInsert trigger 162 online forums 205 online MSDN Help versus Help tool 193 OnValidate section 95 Option data type 93 P Page Designer screen about 87 properties, for controls 101 PagePartID property 88 pages about 50 linking 138-143 Portal Framework for SharePoint 14 Posted Purchase Invoice screen 61 primary key about 94, 106, 110 identifying 106 process-only report 50 Product Complaint Comments page creating 137 Product Complaint page creating 128-131 Product Complaint subpage creating 134, 135 properties modifying, of decimal value 173, 174 purchase order 71 Q Quality Management System (QMS) about 78 attributes 79 functionalities 79 query 51 R RDLC reporting method RecordID field 93 regular report 50 Replenishment tab 58 reports 50, 51 Return on Investment (ROI) 76 ribbons 41 role center page exploring 30, 31 search feature 32 Role Tailored Client (RTC) 13, 18 RTC environment exploring 49 RTC menu application, adding to 182-185 S sales and marketing 54-56 sales and purchase order screens 83 Sales Header table (36) 90-92 sales order creating 62-71 sales order function 83 Sales Order page (42) 98-101 Sales Order Subform page (46) 102, 103 search feature, role center page 32 separate screen creating, for closed complaints 174-176 server 14 service contracts 201 service item 201 Service Management functionality benefits 201 dispatch board 201 exploring 200, 201 service contracts 201 service item 201 service order 201 service order 201 SETFILTER function 181 SETRANGE function 181 Setup.exe file 11 Sliced Bread 27 SourceTable property 90 SQL Server 2012 folder 19 SQL Server 2012 report builder 19 SQL Server Database Components 14 T Table Designer about 91 [ 212 ] www.it-ebooks.info benefits 196 exploring 195, 196, 197 handheld barcodes (ADCS) 197 warehouse activities 196 warehouse receipt 196 warehouse shipment 196 warehouse receipt 196 warehouse shipment 196 Web Server Components 14 Windows Client (WC) interface about 29, 204 role center page, exploring 30, 31 wizards used, for creating analysis report 143-151 Data Type column 91 Description column 92 Enabled column 91 Field Class column 92 Field Name column 91 Field No column 91 Length column 92 TableFilter 93 table relations about 96-98 defining, in fields 112, 113 tables about 50, 81 code, inserting in 165-167 compiling 109 creating 106, 107 fields, adding to 111, 112 programming, for number series 160-164 requisites 106 running 109 saving 108 tasks list verifying 189 Text field 93 Time field 93 time sheets 199 trigger 95 X XMLport 51 U unique document numbers generating, automatically 156, 157 unofficial online resource, Dynamics NAV about 205 blogs 206 online forums 205 V vendor 58 Vendor List screen 58 Visual Studio Web Developer 2010 Express installing 12 W warehouse activities 196 Warehouse Management functionality [ 213 ] www.it-ebooks.info www.it-ebooks.info Thank you for buying Getting Started with Dynamics NAV 2013 Application Development About Packt Publishing Packt, pronounced 'packed', published its first book "Mastering phpMyAdmin for Effective MySQL Management" in April 2004 and subsequently continued to specialize in publishing highly focused books on specific technologies and solutions Our books and publications share the experiences of your fellow IT professionals in adapting and 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Oracle, often for use in other corporations Its titles will offer information relevant to a range of users of this software, including administrators, developers, architects, and end users Writing for Packt We welcome all inquiries from people who are interested in authoring Book proposals should be sent to author@packtpub.com If your book idea is still at an early stage and you would like to discuss it first before writing a formal book proposal, contact us; one of our commissioning editors will get in touch with you We're not just looking for published authors; if you have strong technical skills but no writing experience, our experienced editors can help you develop a writing career, or simply get some additional reward for your expertise www.it-ebooks.info Implementing Microsoft Dynamics NAV 2013 ISBN: 978-1-849686-02-0 Paperback: 554 pages Discover all you need to know to implement Dynamics NAV 2013, from gathering the requirements to deployment Successfully handle your first Dynamics NAV 2013 implementation Explore the new features that will help you provide more value to your customers Full of illustrations and diagrams with clear step-by-step instructions and real-world tips extracted from years of experience Programming Microsoft Dynamics NAV 2013 ISBN: 978-1-849686-48-8 Paperback: 630 pages A comprehensive guide to NAV 2013 development and design A comprehensive reference for development in Microsoft Dynamics NAV 2013, with C/SIDE and C/AL Brimming with detailed documentation that is additionally supplemented by fantastic examples The perfect companion for experienced programmers, managers and consultants Please check www.PacktPub.com for information on our titles www.it-ebooks.info Microsoft Dynamics AX 2012 Development Cookbook ISBN: 978-1-849684-64-4 Paperback: 372 pages Solve the real-world Microsoft Dynamics AX development problems with over 80 practical recepies Develop powerful, successful Dynamics AX projects with efficient X++ code with this book and eBook Proven recipes that can be reused in numerous successful Dynamics AX projects Covers general ledger, accounts payable, accounts receivable, project modules and general functionality of Dynamics AX Step-by-step instructions and useful screenshots for easy learning Microsoft Dynamics AX 2012 Services ISBN: 978-1-849687-54-6 Paperback: 196 pages Effectively use services with Dynamics AX and create your own services Learn about the Dynamics AX 2012 service architecture Explore the new features of JDBC 4.0 Create your own services using wizards or X++ code Consume existing web services and services you’ve created yourself Please check www.PacktPub.com for information on our titles www.it-ebooks.info .. .Getting Started with Dynamics NAV 2013 Application Development A simple and practical guide to creating a relevant application for your company using Dynamics NAV 2013 Alex Chow... files for Dynamics NAV 12 A look at what is installed 15 Microsoft Dynamics NAV 2013 Administration Shell 16 Microsoft Dynamics NAV 2013 Development Environment 17 Microsoft Dynamics NAV 2013 Windows... icons They are: • Microsoft Dynamics NAV 2013 Administration Shell • Microsoft Dynamics NAV 2013 Development Environment • Microsoft Dynamics NAV 2013 • Microsoft Dynamics NAV Administration • Microsoft